CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
826
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$597K
3
+$595K
4
CHKP icon
Check Point Software Technologies
CHKP
+$565K
5
IBD icon
Inspire Corporate Bond ETF
IBD
+$537K

Top Sells

1
+$1.61M
2
+$1.51M
3
+$1.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.14M
5
ESL
Esterline Technologies
ESL
+$733K

Sector Composition

1 Healthcare 3.74%
2 Financials 3.49%
3 Consumer Staples 2.67%
4 Technology 2.3%
5 Energy 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
103
+1
452
$4K ﹤0.01%
80
-800
453
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50
-48
454
$4K ﹤0.01%
296
+24
455
$4K ﹤0.01%
355
456
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33
-34
457
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154
+2
458
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29
459
$4K ﹤0.01%
125
460
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+1,000
461
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+330
462
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140
-425
463
$4K ﹤0.01%
+287
464
$4K ﹤0.01%
70
465
$4K ﹤0.01%
113
466
$4K ﹤0.01%
254
-21
467
$4K ﹤0.01%
60
468
$4K ﹤0.01%
235
469
$3K ﹤0.01%
689
-707
470
$3K ﹤0.01%
226
471
$3K ﹤0.01%
54
472
$3K ﹤0.01%
185
473
$3K ﹤0.01%
30
-43
474
$3K ﹤0.01%
120
-12,729
475
$3K ﹤0.01%
+100
17 18
19
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